Latest Institutional Transactions on Ishares Tr Convertible Bond Et (ICVT)
This table provides information on the latest institutional transactions involving Ishares Tr Convertible Bond Et (ICVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15New |
$1.25K - $1.34K
|
15
$1.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.82K- 10.25% |
$483K - $519K
|
50.9K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11+ 7.59% |
$914 - $982
|
156
$13.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-19- 0.56% |
$1.58K - $1.7K
|
3.4K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.1K+ 58.62% |
$1.92M - $2.06M
|
62.4K
$5.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.83KNew |
$235K - $252K
|
2.83K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
3.4KNew |
$283K - $304K
|
3.4K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
100+ 0.36% |
$8.31K - $8.93K
|
27.7K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.29K+ 21.37% |
$107K - $115K
|
7.34K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.69KNew |
$224K - $241K
|
2.69K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.04K+ 26.0% |
$86.1K - $92.5K
|
5.02K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
415+ 15.13% |
$34.5K - $37.1K
|
3.16K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.07K+ 29.87% |
$89K - $95.6K
|
4.66K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
45.1K+ 33.24% |
$3.75M - $4.03M
|
181K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.52KNew |
$126K - $135K
|
1.52K
$134K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
223K+ 125.56% |
$18.5M - $19.9M
|
400K
$35.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
49.4K+ 543.15% |
$4.1M - $4.41M
|
58.4K
$5.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
787+ 10.41% |
$65.4K - $70.3K
|
8.35K
$740K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.7K- 13.99% |
$640K - $687K
|
47.3K
$4.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.85KNew |
$403K - $433K
|
4.85K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.12KNew |
$592K - $636K
|
7.12K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36+ 1.2% |
$2.99K - $3.21K
|
3.05K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.3K+ 28.31% |
$1.02M - $1.1M
|
55.6K
$4.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.34K- 93.84% |
$693K - $745K
|
547
$48.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
11.9KNew |
$989K - $1.06M
|
11.9K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
7.24K+ 15412.77% |
$602K - $647K
|
7.29K
$646K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
75.4K+ 48.27% |
$6.26M - $6.73M
|
232K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
4.95K+ 3.63% |
$411K - $442K
|
141K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
35New |
$2.91K - $3.12K
|
35
$3.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
168New |
$14K - $15K
|
168
$14.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
17.5K+ 10.88% |
$1.46M - $1.57M
|
179K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.11K+ 68.27% |
$175K - $188K
|
5.19K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.91K+ 3.55% |
$324K - $349K
|
114K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.24K+ 10.27% |
$768K - $825K
|
99.3K
$8.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
143KNew |
$11.9M - $12.7M
|
143K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
15.2K+ 9.4% |
$1.26M - $1.35M
|
176K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.6K+ 28.81% |
$1.55M - $1.66M
|
83.4K
$7.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.22KNew |
$351K - $377K
|
4.22K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
22.1K+ 39.47% |
$1.84M - $1.97M
|
78.1K
$6.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.4K+ 25.09% |
$2.2M - $2.36M
|
132K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.24K+ 32.16% |
$518K - $557K
|
25.6K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2- 4.0% |
$166 - $179
|
48
$4.25K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-311- 5.84% |
$25.8K - $27.8K
|
5.01K
$444K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
413+ 10.85% |
$34.3K - $36.9K
|
4.22K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-17.9K- 9.3% |
$1.49M - $1.6M
|
175K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
575+ 22.98% |
$47.8K - $51.3K
|
3.08K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73.8K+ 32.35% |
$6.13M - $6.59M
|
302K
$26.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.28KNew |
$439K - $471K
|
5.28K
$468K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.97K+ 11.51% |
$496K - $533K
|
57.8K
$5.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18+ 8.57% |
$1.5K - $1.61K
|
228
$20.2K
|